Filed January 2, 2026 (most recent of 4 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,451 | $65,440+102.4% | $98,506+34.5% | $85,851+54.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.93% | 21.75%-2.8pp | 1494.92%-1476.0pp | 318.63%-299.7pp |
| Employer contribution / active EE | $2,325 | $2,169+7.2% | $2,961-21.5% | $2,565-9.4% |
| Participant deferral / active EE | $6,149 | $3,168+94.1% | $4,277+43.8% | $3,952+55.6% |
| Admin fee / account holder | $1,676 | $4,596-63.5% | $5,955-71.8% | $6,261-73.2% |